Checklist: RSUs: How to Evaluate Your Rewards

Understanding the nuances of your Restricted Stock Units (RSUs) is crucial for your financial strategy. You’ll learn how to navigate the intricacies of RSU management, from vesting conditions to tax implications at each stage.

This guide explores investment considerations, such as diversification strategies and the impact of your company’s stock on your overall portfolio. You’ll also gain insights into planning for tax withholdings and maximizing the financial benefits of your RSUs.

Additionally, it addresses how various scenarios, like company acquisitions or changes in employment, can affect your RSUs. This knowledge will empower you to make informed decisions, aligning your RSU management with your broader financial goals.

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Peter Donisanu, ChFC®, AIF®

Peter Donisanu, ChFC®, AIF®, is Chief Wealth & Tax Strategist at Franklin Madison Private Wealth and previously served as a senior investment strategy analyst at Wells Fargo Investment Institute, where he contributed to portfolio guidance for institutional and private wealth clients. He works with high-net-worth retirees and pre-retirees on retirement planning, tax-aware wealth strategies, equity compensation, and sudden wealth preservation, helping clients approach major financial decisions with clarity, confidence, and peace of mind.

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